🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Bond investors ramp up US inflation, rate-hike expectations - Russell Investments

Published 11/23/2021, 08:08 AM
Updated 11/23/2021, 08:10 AM
© Reuters. FILE PHOTO: A trader works on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., August 9, 2021. REUTERS/Andrew Kelly/File Photo

By Dhara Ranasinghe

LONDON (Reuters) - Fixed income managers have ramped up expectations for U.S. inflation and rate hikes in the face of stronger-than-anticipated price pressures, Russell Investments' quarterly survey of investors found.

Published on Tuesday, the survey of 53 leading bond and currency managers highlighted the challenges investors face in assessing the path ahead for long-dormant inflation.

The survey, conducted in October, found 55% of fund managers expected U.S. inflation at between 2.26% and 2.75% over the next 12 months, well above the Federal Reserve's 2% inflation target.

A full 20% expected inflation to move even higher.

In contrast, the previous survey in June showed about 70% of managers expected inflation over 12 months to exceed 2%.

Inflation is running at multi-decade highs in the United States, with recent data showing the consumer price index at 6.2% in the year to October, the biggest annual gain since 1990.

Reflecting investors' view that price pressures will stay elevated for a while, around 80% of those surveyed by Russell said they did not expect inflation to fall below 2% in the next five years.

Against this backdrop and in line with the recent repricing in money markets, fixed income managers also bought forward expectations for a first Fed rate increase.

While Russell's previous survey had shown that 80% of respondents expected no move before 2023, half of investors in the Q4 survey reckon the Fed will move in the second half of 2022.

Just over 40% of respondents expect 10-year Treasury yields to trade between 1.61% and 2% over the next 12 months, while 42% expected yields to rise above 2%.

Yields currently are around 1.63%.

"A key theme is that managers think inflation will be above the Fed's target," said Gerard Fitzpatrick, global head of fixed income at Russell Investments. "But an important point is that managers are not looking at super high inflation".

Expensive valuations and China's property sector were other concerns highlighted by bond investors, Fitzpatrick also said.

Fund managers' expectations for Europe were far more subdued -- 75% of respondents did not expect the European Central Bank to taper its asset purchases before 2023.

The ECB, which faces subdued inflation over the longer-term, has pushed back against market expectations for rate hikes as early as next year. Economists reckon it is unlikely to raise rates for several years.

That outlook has weighed on the euro, pushing it to 16-month lows around $1.1226.

According to the Russell poll, 63% of respondents expected euro/dollar to trade over the next 12 months below the $1.16 level it trading at when the poll was conducted.

© Reuters. FILE PHOTO: A trader works on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., August 9, 2021. REUTERS/Andrew Kelly/File Photo

That is substantially lower than their prediction back in June, when around 80% of managers expected the euro to trade in a $1.21-$1.30 range.

On emerging market currencies, fund managers said the Russian rouble, Brazilian real and the Egyptian pound were likely to be the best performers in the next 12 months.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.